BG
Bellevue Group’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.7M | Buy |
40,466
+9,886
| +32% | +$7.24M | 0.65% | 38 |
|
|
2025
Q1 | $20.6M | Buy |
30,580
+11,265
| +58% | +$7.58M | 0.46% | 50 |
|
|
2024
Q4 | $11M | Sell |
19,315
-16,427
| -46% | -$9.36M | 0.21% | 78 |
|
|
2024
Q3 | $17.7M | Sell |
35,742
-10,400
| -23% | -$5.14M | 0.29% | 74 |
|
|
2024
Q2 | $26.9M | Buy |
46,142
+37,145
| +413% | +$21.7M | 0.44% | 60 |
|
|
2024
Q1 | $4.83M | Buy |
8,997
+4,144
| +85% | +$2.22M | 0.07% | 98 |
|
|
2023
Q4 | $2.25M | Sell |
4,853
-572
| -11% | -$265K | 0.03% | 105 |
|
|
2023
Q3 | $2.36M | Buy |
5,425
+2,129
| +65% | +$926K | 0.04% | 109 |
|
|
2023
Q2 | $1.41M | Buy |
3,296
+557
| +20% | +$238K | 0.02% | 119 |
|
|
2023
Q1 | $975K | Sell |
2,739
-181
| -6% | -$64.4K | 0.01% | 130 |
|
|
2022
Q4 | $1.1M | Sell |
2,920
-18
| -0.6% | -$6.75K | 0.01% | 135 |
|
|
2022
Q3 | $999K | Buy |
2,938
+401
| +16% | +$136K | 0.01% | 136 |
|
|
2022
Q2 | $828K | Buy |
2,537
+263
| +12% | +$85.8K | 0.01% | 140 |
|
|
2022
Q1 | $696K | Sell |
2,274
-85
| -4% | -$26K | 0.01% | 154 |
|
|
2021
Q4 | $586K | Sell |
2,359
-71
| -3% | -$17.6K | 0.01% | 158 |
|
|
2021
Q3 | $484K | Hold |
2,430
| – | – | ﹤0.01% | 166 |
|
|
2021
Q2 | $465K | Hold |
2,430
| – | – | ﹤0.01% | 159 |
|
|
2021
Q1 | $474K | Hold |
2,430
| – | – | 0.01% | 159 |
|
|
2020
Q4 | $423K | Sell |
2,430
-1,462
| -38% | -$254K | ﹤0.01% | 210 |
|
|
2020
Q3 | $580K | Hold |
3,892
| – | – | 0.01% | 167 |
|
|
2020
Q2 | $597K | Hold |
3,892
| – | – | 0.01% | 148 |
|
|
2020
Q1 | $526K | Sell |
3,892
-1,982
| -34% | -$268K | 0.01% | 155 |
|
|
2019
Q4 | $812K | Sell |
5,874
-50
| -0.8% | -$6.91K | 0.01% | 153 |
|
|
2019
Q3 | $810K | Sell |
5,924
-225
| -4% | -$30.8K | 0.02% | 149 |
|
|
2019
Q2 | $826K | Sell |
6,149
-37
| -0.6% | -$4.97K | 0.01% | 142 |
|
|
2019
Q1 | $724K | Sell |
6,186
-693
| -10% | -$81.1K | 0.04% | 130 |
|
|
2018
Q4 | $760K | Sell |
6,879
-1,624
| -19% | -$179K | 0.05% | 123 |
|
|
2018
Q3 | $1.13M | Sell |
8,503
-3,347
| -28% | -$444K | 0.07% | 125 |
|
|
2018
Q2 | $1.58M | Sell |
11,850
-1,950
| -14% | -$260K | 0.13% | 98 |
|
|
2018
Q1 | $1.94M | Hold |
13,800
| – | – | 0.19% | 81 |
|
|
2017
Q4 | $2.15M | Sell |
13,800
-4,200
| -23% | -$655K | 0.22% | 74 |
|
|
2017
Q3 | $2.77M | Hold |
18,000
| – | – | 0.29% | 72 |
|
|
2017
Q2 | $2.96M | Sell |
18,000
-6,000
| -25% | -$987K | 0.35% | 64 |
|
|
2017
Q1 | $3.56M | Hold |
24,000
| – | – | 0.47% | 59 |
|
|
2016
Q4 | $3.37M | Hold |
24,000
| – | – | 0.69% | 42 |
|
|
2016
Q3 | $4M | Sell |
24,000
-2,000
| -8% | -$334K | 0.72% | 42 |
|
|
2016
Q2 | $4.85M | Sell |
26,000
-17,000
| -40% | -$3.17M | 0.91% | 40 |
|
|
2016
Q1 | $6.76M | Buy |
+43,000
| New | +$6.76M | 1.23% | 23 |
|